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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,446 | $81,276-1.0% | $155,574-48.3% | $80,925-0.6% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 12.23% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,451 | $3,103-53.2% | $4,676-69.0% | $2,756-47.4% |
| Participant deferral / active EE | $3,729 | $3,453+8.0% | $5,629-33.8% | $4,299-13.2% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |